Correct receipt matching error in vendor invoices with Copilot

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Jan 2025	-

Business value

During the vendor invoice automation process within Dynamics 365 Finance, exceptions may arise at various stages of the process. The AP clerk may have to take many actions and search for data to make a correction. Copilot in the pending vendor invoice list and vendor invoice center eliminates the need for repeated and time-consuming navigation between the vendor invoice list and the detailed pending invoice page.

Feature details

Receipt matching errors could occur for multiple reasons such as if the receipt is not logged by the warehouse manager or the vendor has not yet delivered goods to the customer or the goods are in transit.

Copilot is integrated in the pending vendor invoice list, enabling AP clerks to select a vendor invoice with an error, analyze in the invoice, and correct the error in a single location.

In future releases, Copilot will help with corrections around failed prepayments and workflow submission errors.